Great Waters Wealth Management Dimensional ETF Tr U S Equity Transaction History
Great Waters Wealth Management
- $655 Billion
- Q2 2024
A detailed history of Great Waters Wealth Management transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Great Waters Wealth Management holds 1,982,570 shares of DFUS stock, worth $116 Million. This represents 17.82% of its overall portfolio holdings.
Number of Shares
1,982,570
Previous 1,792,795
10.59%
Holding current value
$116 Million
Previous $102 Billion
14.21%
% of portfolio
17.82%
Previous 16.68%
Shares
7 transactions
Others Institutions Holding DFUS
# of Institutions
623Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$464 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$346 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$294 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$242 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$217 Million0.23% of portfolio